Trent Cadillac Buick Gmc Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Tall Oaks Automotive, LLC Dba Trent Cadillac Buick Gmc)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Trent Cadillac Buick Gmc Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Tall Oaks Automotive, LLC Dba Trent Cadillac Buick Gmc under EIN 87-2440279 and plan number 002. The latest loaded filing year is 2023. The filing reports 60 participants and $6,212,627 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Tall Oaks Automotive, LLC Dba Trent Cadillac Buick Gmc
- EIN
- 87-2440279
- Plan number
- 002
- Plan type
- 2
- Location
- New Bern, NC
- Latest filing year
- 2023
- Participants
- 60
- End-of-year plan assets
- $6,212,627
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 60 | I | 20240820112507NAL0002509553001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $6,212,627
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,212,627
- Net assets (BOY)
- $6,133,372
Income & contributions
- Employer contributions
- $189,595
- Participant contributions
- $363,507
- Total income / additions
- $1,506,305
Expenses & distributions
- Benefits paid
- $1,373,466
- Administrative expenses
- $35,147
- Total expenses
- $1,427,050
- Net increase / (decrease)
- $79,255
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.